PROPERTY – WHERE TO FROM HERE?

PROPERTY – WHERE TO FROM HERE?

“Double, double, toil and trouble” … Or, at least, so it seems. Listed property has been cast the villain of the South African asset classes for some time now, and maybe for good reason. Since the news broke of the alleged resilient misdealings late in 2017, it has...
APRIL 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

APRIL 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

There has been a sharp recovery in equity prices since November 2020 when Biden was elected as president and implemented a huge stimulus package for the US, plus there has been great optimism about the Covid vaccine roll-out in developed markets. It is interesting to...
ESG INVESTING IN A POST TRUMP WORLD

ESG INVESTING IN A POST TRUMP WORLD

Are we likely to see the next growth phase of ESG investing in a post Trump world? Increasing levels of attention have been given to the style of investing since 1990 when MSCI launched the Domini Social 400 Index (renamed the KLD 400 Index) which according, to MSCI...